Michael Thomas Freda: Primerica-Financial Services

Williamsburg Financial Group, located in Williamsburg, VA, is a fiduciary financial advisory firm specializing in goals-based financial planning, wealth management, legacy planning, and insurance planning. With a focus on providing best-in-class advice and services, the team leverages their extensive experience to navigate volatile markets and evolving financial landscapes. The firm adopts a comprehensive four-step planning process that includes detailed discovery meetings, thoughtful recommendations, hands-on implementation, and consistent monitoring to ensure clients' financial plans adapt to both external changes and personal life developments. Their commitment to supporting and educating clients—from first-time investors to retirees—underscores their mission to serve as trusted advisors in achieving financial success. Generated from the website

Vertical Wealth Management is a full-service Wealth Management firm serving the Washington DC-Northern Virginia Corridor and Tidewater/Coastal Virginia cities virtually, or from our 4 area offices.

Legacy Financial Group - Raymond James in Williamsburg, VA is a dedicated financial advisory firm that prioritizes understanding their clients above all else. With a personalized approach, they work closely with individuals, families, business owners, and retirees to create tailored financial plans that address every aspect of their financial lives. The team at Legacy Financial Group offers comprehensive planning services, including business planning, education planning, estate planning, retirement planning, and sustainable investing. Their structured process, analytical insights, and personalized guidance ensure that clients receive sound financial guidance for every stage of life and for every generation of their family.Generated from the website